CRM & sales integration
Pipedrive integration for AI workflows.
Move Pipedrive deals forward automatically — and react the instant a deal is added or changes.
In short
Fluxo Flow connects to Pipedrive by signing in to Pipedrive; workflows can create a deal, update a deal and create a person and more, and start from new deal, deal updated and new person. The integration is in beta.
Beta means it works but hasn't been tested against every account setup yet; actions and fields may still change. Found a problem? Tell us.
What you can do
Actions and triggers for Pipedrive.
Actions
Create a deal
Creates a deal (in the default pipeline unless you pick a stage).
Update a deal
Changes a deal: move it to another stage, mark it won or lost, change its value or owner.
Create a person
Adds a contact person, optionally linked to an organization.
Update a person
Updates a person's name, emails, phones, organization or owner (emails/phones replace the existing lists).
Find a person
Searches people by email, phone or name.
Create an organization
Adds a company (organization).
Add an activity
Schedules a call, meeting, task or other activity, linked to a deal or organization.
Add a note
Adds a note to a deal, person or organization.
Triggers
New deal (instant webhook)
Starts a run the moment a deal is added (Pipedrive webhook).
Deal updated (instant webhook)
Starts a run when a deal changes — stage, status (won/lost), value, owner… “Previous values” shows what changed.
New person (instant webhook)
Starts a run the moment a person (contact) is added.
How to connect
Connect Pipedrive in a minute.
Connects by signing in to Pipedrive. Tokens are encrypted and renewed automatically.
- Open Settings → Integrations and click Connect on Pipedrive.
- Sign in to Pipedrive and allow access for your company.
- Use “Create a deal”, “Add an activity” or “Add a note” in a workflow, or start one from “New deal” or “Deal updated”.
Permissions & limits
What it can access, and how fast it runs.
Permissions requested
Connection label (company name), owner picker
base, users:read
Deals, pipelines, stages, notes
deals:full
People and organizations
contacts:full
Activities
activities:full
Instant triggers (webhooks)
webhooks:full
Limits and timing
- Instant triggers arrive by webhook within seconds of the event.
- If Pipedrive says to slow down (HTTP 429 or 503), requests wait as told and retry a limited number of times.
Ready-made agents
AI agents that use Pipedrive.
Finished workflows that connect to Pipedrive. Pay once, connect your apps, Dry Run and switch on.
FAQ
Pipedrive questions, answered.
Are the triggers instant?
Yes. Turning on a Pipedrive trigger creates a webhook in your Pipedrive company that calls Fluxo Flow when the deal or person changes; turning it off removes the webhook.
Whose data does the trigger see?
Webhooks run as the user who connected Pipedrive, so they only include deals and people that user can see.
Is the Pipedrive integration finished?
It's in beta: it works, but it hasn't been tested against every account setup yet. Tell us if something doesn't behave as expected.
Can I use Pipedrive on the Free plan?
You can connect it, build with it and Dry Run on the Free plan. Running workflows live (triggers, schedules, webhooks) needs a paid plan.
What happens if the connection expires?
Access tokens are renewed automatically. If Pipedrive revokes access (for example, the person who connected it leaves), steps that use the connection fail and show the error in the run trace; reconnect in Settings → Integrations.
Can I call Pipedrive endpoints the integration doesn't cover?
Yes, if Pipedrive has an API: save a key in the encrypted credential vault and call it with an HTTP Request step.
Can I test a workflow without touching my real data?
Yes. Dry Run walks through every step with simulated app calls, so nothing is sent until you run it for real or activate its trigger.
Connect Pipedrive to your first workflow.
Build and Dry Run on the Free plan, no credit card. Run live on a paid plan, on your own AI key at cost.
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